Salesforce Integration - Does not work for Professional Edition?

  • nlt1
    Asked on April 13, 2016 at 11:57 AM

    Hello,

     

    Is it true the your salesforce integration does not work for Professional Edition Salesforce? Is so, what it the best way to connect jotforms to salesforce with professional edition?

     

    Thanks,

    SD

  • Charlie
    Replied on April 13, 2016 at 1:45 PM

    Our integration is based on Web Services API. Based from this article from Salesforce: http://help.salesforce.com/HTViewSolution?id=000005140. The API access is only enabled to Enterprise Edition, Unlimited Edition, Developer Edition and Performance Edition. 

    You can still try testing the integration and see if it works. You can check this guide about the Salesforce integration: https://www.jotform.com/help/321-Mastering-SalesForce-with-JotForm

    Let us know if you need more information on this.

  • nlt1
    Replied on April 13, 2016 at 2:45 PM
    So there's no integration for salesforce professional edition? The whole reason we decided to use (and now subscribe) to jotform was to be able to integrate our website forms with salesforce. If we're unable to do that then will jotform refund the bronze level subscription we just subscribed to yesterday?
    If there's no standard support to integration with salesforce professional then we will need to switch to another web form solution provider. Please provide contact details for billing so we can discuss this issue further with them.
    Thanks,
    Steve
    Sent from my iPhone
    ...
  • Charlie
    Replied on April 13, 2016 at 3:05 PM

    As quoted in the Salesforce link:

    "The API is not available by default for the following editions:

    1. Contact Edition

    2. Group Edition

    3. Professional Edition

    Note: Professional and Group Edition may have the API temporarily turned on by contacting their Account Executive.  Professional can also purchase the API as a feature by contacting their Account Executive.

    See Enabling API for more details."

     

    It is also best to contact Salesforce about this to confirm. The integration in JotForm uses the Web Services API wherein you need to provide your Salesforce account's username, password and security token.

    Regarding the refund, I see that your account username nlt1 is a sub user of account username NLT. I see the Bronze paid plan is on the account username NLT. We can set your account back to "Free" plan and make a full refund based on the 30 day money back guarantee. However, you need to log in to account username NLT and open a new thread for this request here in the forum.

    I hope that helps.